Ridgewood Investments LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
RI Ridgewood Investments LLC | Institutional Filer | ▲ 3.16% | $244.5M | 208 |
Current Portfolio Holdings
Showing all 208 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 48K | $23.0M | 9.43% |
| 2 | GOOGL | Alphabet Inc. | Technology | 27K | $7.7M | 3.14% |
| 3 | SGOV | ISHARES TR | — | 63K | $6.3M | 2.58% |
| 4 | BSV | VANGUARD BD INDEX FDS | — | 70K | $5.5M | 2.23% |
| 5 | SHV | ISHARES TR | — | 37K | $4.1M | 1.68% |
| 6 | VOO | VANGUARD INDEX FDS | — | 7K | $4.1M | 1.68% |
| 7 | FLRN | SPDR SERIES TRUST | — | 126K | $3.9M | 1.59% |
| 8 | MKL | Markel Corporation | Financial Services | 2K | $3.7M | 1.52% |
| 9 | GOOG | Alphabet Inc. | Technology | 13K | $3.7M | 1.51% |
| 10 | VT | VANGUARD INTL EQUITY INDEX F | — | 27K | $3.7M | 1.50% |
| 11 | VO | VANGUARD INDEX FDS | — | 13K | $3.6M | 1.48% |
| 12 | VB | VANGUARD INDEX FDS | — | 13K | $3.3M | 1.37% |
| 13 | META | Meta Platforms, Inc. | Technology | 5K | $3.1M | 1.28% |
| 14 | SCHB | SCHWAB STRATEGIC TR | — | 115K | $2.9M | 1.18% |
| 15 | BMY | Bristol-Myers Squibb Company | Healthcare | 42K | $2.5M | 1.04% |
Showing 1 to 15 of 208 holdings